Arrowhead United Way

Nonprofit profile at a glance

EIN
951934586
IRS 990 coverage
2010–2024
Forms available
Form 990 2024
Location
San Bernardino, CA, USA
Phone
9098849441
Rating
72
Verdict
SUPPORTED
Rating confidence
Standard
Sector
Federated Giving Programs

Reported finances

Revenue
$1,113,015
Expenses
$1,185,665
Assets
$989,307
Liabilities
$47,086

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

17 people listed

Executive titles in this filing

  • Alton Garrett (Vice President)
  • Dr Gwendoly Dowdy-Rodgers (CEO/President)

Highest reported compensation

  • Dr Gwendoly Dowdy-Rodgers (CEO/President): $111,133 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To engage the caring power of the community to improve peoples lives. We work collaboratively with our partner agencies, other community organizations, public agencies, corporations, philanthropic, faither-based organizations and individuals. We focus on solutions.

What it reported doing in 2024

The BRAVE initiative provided critical support to veterans by offering free showers, haircuts, healthcare assessments, and workforce assistance. We provided student workers the opportunity to work alongside staff, volunteers and community members giving them a unique insight and allowing them to gain real life experience. We continued to provide food, medical supplies, and school supplies to community partners in our service area. Our Feed the Need program reached over 150,000 individuals with fresh produce, grocery giftcards, seasonal holiday meals, household supplies and clothing. We honored several students with scholarships through our STEM program totalling $11,000. The Project Health provided unhoused with hygiene kits and the Health and Wealth program provided participants with estate planning to assist with financial stability. AUW had over 50,000 website visits, more than 4,500 email followers, and approximately 65,000 Instagram hits.

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 68% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - A large share of available resources goes toward mission work and most voting board members are independent. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and the filing does not identify recipients for some grant dollars.

Rating breakdown

  • Financial Efficiency: 81
  • Transparency & Controls: 60
  • Accountability: 100
  • Sustainability: 32
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 86.9%; rating input score 87
  • Program expense ratio: 81.5%; rating input score 81
  • Fundraising efficiency: $15.1 raised per $1 spent on fundraising; rating input score 51; 51st percentile among comparable filings

Transparency & Controls

  • Consistency checks: 88.9%; rating input score 89; 4th percentile among comparable filings
  • Pay-setting controls: 0 of 6 controls in place; rating input score 0
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 49.4%; rating input score 49; 29th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 8 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: -6.5%; rating input score 21; 21st percentile among comparable filings
  • Total-asset coverage ratio: 0.83; rating input score 37; 37th percentile among comparable filings
  • Liabilities to assets ratio: 0.05; rating input score 53; 53rd percentile among comparable filings
  • Officer compensation ratio: 9.4%; rating input score 39; 39th percentile among comparable filings

Growth

  • Program expense growth: -7.5% per year; rating input score 0; 6th percentile among comparable filings
  • Revenue growth: -2.9% per year; rating input score 0; 7th percentile among comparable filings
  • Asset growth: -0.1% per year; rating input score 0; 17th percentile among comparable filings

Details

  • Where the money goes: 86.9% of revenue deployed · 81.5% of spending went to programs
  • Governance: 16 of 16 board members independent · 8 of 8 filing controls reported
  • Programs: 1 filed program accomplishment · $966K in reported program spending
  • Leadership: top reported pay $111K · 17 people listed · 0 of 6 pay-setting controls reported
  • Consistency: 31 of 34 current checks pass · 3 findings to review
  • Schedules: 8 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 15 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 15 filed money-flow records
  • Related organizations: 14 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Pay-setting controls scored 0/100.
  • Moderate — Transparency & Controls: Grant itemization coverage scored 49/100.
  • Review — Financial Efficiency: Fundraising efficiency scored 51/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Operating margin scored 21/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 37/100.
  • Moderate — Transparency & Controls: Fund balance restriction sum did not reconcile in the filed values.
  • Moderate — Transparency & Controls: Schedule D other liabilities reconciliation did not reconcile in the filed values.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Officer compensation ratio scored 39/100.
  • Review — Sustainability: Liabilities to assets ratio scored 53/100.